|
101
|
Strategic Financial Partners
Bend,
Oregon
|
$1.84M
|
+$1.83M
|
+37,306
|
New
|
|
|
102
|
Atria Wealth Solutions
New York
|
$1.82M
|
-$16.5K
|
-336
|
-0.9%
|
|
|
103
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
104
|
HighTower Advisors
Chicago,
Illinois
|
$1.8M
|
+$124K
|
+2,534
|
+7%
|
|
|
105
|
Advisory Services Network
Atlanta,
Georgia
|
$1.78M
|
+$167K
|
+3,397
|
+10%
|
|
|
106
|
Mercer Global Advisors
Denver,
Colorado
|
$1.75M
|
-$53.2K
|
-1,086
|
-3%
|
|
|
107
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.71M
|
+$19.4K
|
+395
|
+1%
|
|
|
108
|
Prosperity Planning
Kansas City,
Missouri
|
$1.65M
|
–
|
–
|
–
|
|
|
109
|
Leavell Investment Management
Mobile,
Alabama
|
$1.64M
|
–
|
–
|
–
|
|
|
110
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.64M
|
+$91K
|
+1,857
|
+6%
|
|
|
111
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.63M
|
-$182K
|
-3,709
|
-10%
|
|
|
112
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.57M
|
-$100K
|
-2,048
|
-6%
|
|
|
113
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.55M
|
-$2.6K
|
-53
|
-0.2%
|
|
|
114
|
Truist Financial
Charlotte,
North Carolina
|
$1.55M
|
+$277K
|
+5,655
|
+22%
|
|
|
115
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.53M
|
-$509K
|
-10,379
|
-25%
|
|
|
116
|
Vise Technologies
New York
|
$1.52M
|
+$243K
|
+4,947
|
+19%
|
|
|
117
|
Family Investment Center
Saint Joseph,
Missouri
|
$1.48M
|
+$132K
|
+2,702
|
+10%
|
|
|
118
|
CGN Advisors
Manhattan,
Kansas
|
$1.44M
|
-$25.4K
|
-518
|
-2%
|
|
|
119
|
TownSquare Capital
Provo,
Utah
|
$1.42M
|
-$5.05K
|
-103
|
-0.4%
|
|
|
120
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.4M
|
+$75.2K
|
+1,534
|
+6%
|
|
|
121
|
Greenspring Advisors
Towson,
Maryland
|
$1.39M
|
-$2.81M
|
-57,264
|
-67%
|
|
|
122
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.39M
|
-$87.9K
|
-1,793
|
-6%
|
|
|
123
|
Orin Green Financial
San Diego,
California
|
$1.38M
|
+$18.9K
|
+385
|
+1%
|
|
|
124
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.37M
|
+$383K
|
+7,803
|
+39%
|
|
|
125
|
JGP Wealth Management
Bend,
Oregon
|
$1.35M
|
+$68.3K
|
+1,393
|
+5%
|
|
